Full Donation Summary report including matches available to employees in CRSconnect

Right now the reports that are available under My Giving only show the employee funds, but we have had a request, and we think it makes good sense, to have a report available they can download that shows the matches that they initiated and were approved so they can track those funds are going to the NPOs along with their personal funds. Here is a ide to show you a bit more: https://share.vidyard.com/watch/g4B7vDn9KetESZfgq9uiqN?

  • Lisa Maloney-Vinz
  • Oct 4 2022
  • Reviewed: Voting Open
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